Citi Private Bank | UHNW Banker

Citigroup Inc.; Toronto; Hybrid; CAD 283,000 - 495,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Wellbeing programs

Career growth opportunities

Job summary

Citigroup Inc. in Canada is seeking a Senior Private Banker to lead acquisition and manage relationships with ultra-high-net-worth individuals, delivering tailored strategies across lending, investments, and wealth planning.

You will act as a senior trusted advisor, leveraging Citi's global capabilities to address complex financial needs, while mentoring team members and driving revenue growth through a robust referral network.

Qualifications

• 15+ years of experience in private banking or wealth management for UHNW clients.
• Proven ability to originate and grow client relationships with a consultative, relationship-led approach.
• Deep knowledge of private banking products and services including investments, lending, mortgages, and financing.

Responsibilities

• Identify, approach, and convert UHNW prospects into Citi Private Bank clients.
• Serve as primary trusted advisor across investment management, risk management, lending, and liquidity solutions.
• Understand each client's financial landscape and anticipate life events to provide timely advice.

Skills

UHNW client origination

Relationship management

Private banking knowledge

Risk communication

Team leadership

Education

Bachelor's degree or equivalent

Master's degree (beneficial)

Job description

Wealth brings together the full power of Citi to serve the entire continuum of wealth clients - from affluent to ultra-high net worth to family offices. Through our three business lines - Citigold, Citi Private and Wealth at Work - we work with the world's changemakers to build their wealth with expert investments insights and solutions and our deposits and lending platforms.

Citi Private Bank is looking for a Senior Private Banker to lead client acquisition and relationship management for ultra high net worth individuals, delivering tailored financial strategies across lending, investment management, and wealth planning. In this role, you will serve as a senior trusted advisor to some of the world's most sophisticated clients, drawing on the full breadth of Citi's global capabilities to address complex financial needs. This is a high-impact position at the intersection of relationship excellence and financial expertise, where your ability to build lasting client partnerships directly shapes business outcomes.

Responsibilities

• Identify, approach, and convert ultra high net worth prospects into long-term Citi Private Bank clients, building a pipeline through referral networks and strategic outreach.
• Serve as the primary trusted advisor to a portfolio of UHNW clients, delivering personalised guidance across investment management, risk management, lending, and liquidity solutions.
• Develop a deep understanding of each client's financial landscape, anticipating significant life and business events to provide timely, relevant advice.
• Cultivate multi-generational relationships with client families, securing long-term loyalty and expanding wallet share across the Citi Private Bank platform.
• Coordinate specialist teams and product experts to deliver integrated, bespoke financial solutions that address each client's evolving needs.
• Drive new business by establishing and nurturing a referral network, converting introductions into active client relationships and revenue growth.
• Uphold the highest standards of regulatory compliance and risk management, ensuring all client activity aligns with applicable policies and control frameworks.
• Mentor and support team members, sharing expertise and aligning complementary skills to enhance collective client effectiveness and team performance.

Required Qualifications & Skills

• 15 or more years of experience in private banking or wealth management, with a clear focus on ultra high net worth client segments.
• Demonstrated ability to originate and grow client relationships through consultative, relationship-led sales, with a measurable track record of business development success.
• Deep knowledge of private banking products and services, including investment management, lending, mortgages, and financing solutions.
• Ability to assess and communicate complex investment risk and financial strategy in a clear, client-appropriate manner.
• Experience leading or collaborating within client-facing teams, with the ability to align specialist expertise to deliver cohesive client outcomes.
• Bachelor's degree or equivalent university-level education.

Beneficial Skills & Qualifications

• Master's degree or postgraduate qualification in finance, business, or a related field.
• Established network within the UHNW or family office ecosystem, with the ability to leverage existing relationships to generate immediate business opportunities.
• Familiarity with the broader Citi product suite and the ability to connect clients to relevant capabilities across the global network.

What We Offer

At Citi Private Bank, you will have access to a global platform, a high-performing team, and the resources to do your best work with clients who demand genuine expertise and strategic counsel.

• Access to Citi's global network and full suite of private banking capabilities, giving you the tools to deliver for the most demanding clients in the market.
• A hybrid working model with 3 days in the office and 2 days working remotely, supporting both client proximity and personal flexibility.
• Meaningful senior-level influence, with the autonomy to shape client strategy and contribute to the direction of the business.
• Ongoing professional development and access to learning resources that support continued growth in wealth management and financial advisory expertise.
• A performance-driven environment that recognises and rewards client impact, business development, and long-term relationship success.
• Competitive financial wellbeing benefits reflective of the seniority and scope of the role.
• Wellbeing support and work-life balance programmes designed to sustain long-term performance at a senior level.

Job Family Group:

Private Client Coverage

Job Family:

Private Banker

Time Type:

Full time

Primary Location Full Time Salary Range:

$200,000.00 - $350,000.00

Most Relevant Skills

Please see the requirements listed above.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

This job opening is for an existing job vacancy.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.